Atria Wealth Solutions’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,508
| Closed | -$883K | – | 2011 |
|
|
2023
Q1 | $883K | Sell |
10,508
-94
| -0.9% | -$7.9K | 0.01% | 843 |
|
|
2022
Q4 | $872K | Sell |
10,602
-63
| -0.6% | -$5.18K | 0.01% | 810 |
|
|
2022
Q3 | $807K | Sell |
10,665
-1,203
| -10% | -$91.1K | 0.01% | 795 |
|
|
2022
Q2 | $950K | Buy |
11,868
+687
| +6% | +$55K | 0.02% | 697 |
|
|
2022
Q1 | $1.05M | Buy |
+11,181
| New | +$1.05M | 0.02% | 710 |
|